+21.8%
ENTG vs SMTC
+116.8%
-95.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.0% |
| 7D | +8.9% | +22.5% | -13.6% | -0.7% |
| 30D | -0.8% | +24.9% | -25.7% | -11.0% |
| 3M | +6.6% | +4.1% | +2.5% | +3.8% |
| 6M | +22.1% | +92.6% | -70.5% | -10.3% |
| YTD | +70.2% | +122.5% | -52.3% | +17.3% |
| 1Y | +76.7% | +166.2% | -89.5% | +11.4% |
| 3Y | +50.5% | +577.2% | -526.7% | -53.1% |
| 5Y | +21.8% | +119.0% | -97.2% | -11.2% |
| All | +21.8% | +116.8% | -95.0% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling